Private Client Wealth Advisor for Affluent Clients

Wesbank; South Africa; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

WesBank, part of the FirstRand Group, seeks an affluent client adviser to deliver holistic wealth creation and protection strategies for RMB Affluent clients. You will grow the portfolio, provide independent advice, and coordinate across banking teams to maximise client value.

The role requires strong knowledge of wealth management and regulatory compliance, with proven relationship-building abilities across internal and external stakeholders.

Qualifications

• Relevant NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• CFP certification preferred.
• Experience in Banking/Investment/Wealth Management.

Responsibilities

• Grow revenue by expanding portfolio and cross-selling.
• Provide holistic financial solutions to clients.
• Ensure compliance with regulatory requirements.
• Build cross-functional relationships across the bank.
• Conduct client reviews and maintain high service standards.

Skills

Revenue growth

Client advisory

Wealth management

Relationship management

Education

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Certified Financial Planner (CFP)

Job description

WesBank, part of the FirstRand Group, seeks an affluent client adviser to deliver holistic wealth creation and protection strategies for RMB Affluent clients. You will grow the portfolio, provide independent advice, and coordinate across banking teams to maximise client value.

The role requires strong knowledge of wealth management and regulatory compliance, with proven relationship-building abilities across internal and external stakeholders.